UK citizen in US seeking financial adviser who knows both systems
December 1, 2011 7:54 AM Subscribe
I'm a UK citizen, working and paying taxes in the US, seeking a financial adviser/planner with knowledge of both systems — but someone who deals with relatively ordinary expats, not just multimillionaire hedge fund managers. Where do I begin, or do you have specific recommendations?
posted by oliverburkeman to Work & Money (8 answers total) 2 users marked this as a favorite
I found many AskMe questions in the other direction (ie. Americans in the UK) but not in this direction.
I have no idea if the person I'm seeking will be based in the UK or the US, though either would be fine — I live in New York and am often in London. The problem with random web searches on "international" advisers, though, is that the people they point me to often seem to be catering to the very rich, which I am not. I'm just looking for a good, regular, trustworthy adviser of the kind that anyone might approach for help with retirement planning, property purchase, etc — with the sole exception that my questions involve both the UK and the US. I'd be extremely grateful for any pointers, including but not limited to specific recommendations.